Visma eEkonomi Smart
Add cash or bank account
If your company is working with several bank accounts, these accounts should all be registered in Visma eEkonomi Smart. It is possible to have several operating accounts, but one account must be set as the primary operating account. Proceed as follows to add an account.
- Go to Settings in the menu.
- Select Cash and bank accounts.
- Select the type of account you want to create by selecting the New bank account button. You can choose between Operating account, Savings account, and Currency account.
- The New bank account window opens.
- Enter the information that applies to the account. Please see the field explanations for more information.
- Select Save.
If you have Handelsbanken as your bank, you do not need to enter a clearing number; the account number's 9 digits are sufficient. The clearing number will automatically be set to 6000, and transfers to the bank will work just as well as if you had entered a correct clearing number.
Field explanations
Type
There are four types of accounts: Operating, Savings, Currency and Cash account. You can register as many savings or operating accounts as you want. If you have more than one operating account you must set one of them to be your primary operating account. It is possible to change type on an account but your primary account must always be an operating account.
Name
You can specify a name for the account. If you do not specify a name, the account is given the same name as the
IBAN
IBAN (International Bank Account Number) is an international standard used to specify an account number.
Ledger account
The account the transactions are posted against in the journal.
Primary operating account
One of the operating accounts must be set as the primary operating account.
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